Latest Institutional Purchases of Dimensional ETF Tr (DFAX)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.4KNew |
$150K - $163K
|
6.4K
$172K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.62K+ 18.67% |
$37.9K - $41.2K
|
10.3K
$277K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.33K+ 11.52% |
$31.1K - $33.8K
|
12.9K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
164New |
$3.84K - $4.17K
|
164
$4.41K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
40.6KNew |
$870K - $991K
|
40.6K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
34.9K+ 2.45% |
$748K - $852K
|
1.46M
$39.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
13.7KNew |
$294K - $335K
|
13.7K
$370K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.9KNew |
$256K - $291K
|
11.9K
$321K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10.9KNew |
$234K - $267K
|
10.9K
$294K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.88KNew |
$105K - $119K
|
4.88K
$131K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.86KNew |
$61.3K - $69.8K
|
2.86K
$77K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.09KNew |
$44.9K - $51.1K
|
2.09K
$56.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.1KNew |
$23.5K - $26.7K
|
1.1K
$29.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
378+ 1.59% |
$8.1K - $9.23K
|
24.2K
$650K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
153New |
$3.28K - $3.74K
|
153
$4.12K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27+ 0.72% |
$579 - $659
|
3.79K
$102K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.73% |
$493 - $562
|
3.17K
$85.4K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
53.5KNew |
$1.2M - $1.3M
|
53.5K
$1.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
28.7KNew |
$644K - $699K
|
28.7K
$773K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.5K+ 20.11% |
$325K - $353K
|
86.5K
$2.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
12.9K+ 4.41% |
$290K - $315K
|
307K
$8.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.7KNew |
$239K - $260K
|
10.7K
$287K
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
9.35KNew |
$209K - $228K
|
9.35K
$252K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.26K+ 2.79% |
$140K - $152K
|
231K
$6.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.28KNew |
$95.9K - $104K
|
4.28K
$115K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.34KNew |
$74.8K - $81.3K
|
3.34K
$89.9K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
2.25K+ 6.27% |
$50.4K - $54.7K
|
38.1K
$1.03M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1K+ 25.0% |
$22.4K - $24.4K
|
5K
$135K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
710New |
$15.9K - $17.3K
|
710
$19.1K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
450+ 2.25% |
$10.1K - $11K
|
20.4K
$550K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
162+ 0.14% |
$3.63K - $3.94K
|
118K
$3.19M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
102+ 0.79% |
$2.29K - $2.48K
|
13K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100New |
$2.24K - $2.44K
|
100
$2.69K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
37+ 92.5% |
$829 - $901
|
77
$2.07K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
34+ 0.38% |
$762 - $828
|
8.96K
$241K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
726KNew |
$16.4M - $17.4M
|
726K
$19.5M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
210K+ 6.43% |
$4.75M - $5.05M
|
3.48M
$93.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
60.5KNew |
$1.36M - $1.45M
|
60.5K
$1.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
11KNew |
$247K - $263K
|
11K
$295K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
5.95KNew |
$134K - $143K
|
5.95K
$160K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.29KNew |
$96.8K - $103K
|
4.29K
$115K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
236+ 1.99% |
$5.32K - $5.67K
|
12.1K
$325K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
220New |
$4.96K - $5.29K
|
220
$5.92K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
180+ 1.57% |
$4.06K - $4.33K
|
11.7K
$314K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
170+ 15.89% |
$3.84K - $4.09K
|
1.24K
$33.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
129New |
$2.91K - $3.1K
|
129
$3.47K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
41+ 0.44% |
$925 - $985
|
9.44K
$254K
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.69K+ 42147.83% |
$211K - $230K
|
9.72K
$262K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5.53KNew |
$120K - $131K
|
5.53K
$149K
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.88K+ 7.96% |
$62.5K - $68.2K
|
39K
$1.05M
|
|